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Bulk Enter Buyers and/or Sellers

When first opening the file it would be great if we could just enter a bunch of names under buyer/seller - Kinda of like the "Bulk Action" in the PAYOFF tab. Sometimes there are 3+ buyers/sellers and it would be a lot easier when first setting up ...
Guest 7 months ago in ClosingVue / New Features 0 Feedback & Review

Combine Condo Associations & HOAs on Property Screen "Assoc Name" Dropdown

Our firm deals with both Condo Associations and HOAs, so I had E-Closing add the HOA category in our Rolodex company types. When opening a new order, the property screen dropdown for Assoc. Name only allows you to pull from the Condo Association e...
Guest over 4 years ago in ClosingVue / New Features 0 Future Consideration

Accounting

We should be able to import to QB
Pamela O'Steen 8 months ago in ClosingVue / New Features 2 Duplicate / Existing Functionality

Add a field to indicate seller preference for proceeds on the file summary screen

So that I can see at a glance how the seller wants their proceeds.
Guest over 2 years ago in ClosingVue / New Features 1 Future Consideration

revise tax proration calculation for NH fiscal year

Presently tax prorations are calculating on a 366-day year due to the 2/29 leap day. NH's fiscal tax year runs from 4/1 to 4/30, so we should calculate based on 365 days, not 366.
Kelly Bergeron 4 months ago in ClosingVue / New Features 0 Feedback & Review

Prevent duplicate file numbers(lookup numbers)

It would be helpful if the system would alert us if we accidentally try to create a duplicate file using the same number so we have the option to cancel it and/or use a different file number (lookup number).
Guest over 1 year ago in ClosingVue / New Features 0 Future Consideration

Notes on Rolodex Screen

If we could add notes to the rolodex screen so that if we need to remember something about a realtor, lender, association, it would be easy to see.
Guest over 4 years ago in ClosingVue / New Features 0 In Progress

add referring party to the transaction parties box

seems like a reasonable request. for operations like mine having this info at a quick glance helps reduce time i now spend searching it out. this was standard in e-closing.
Guest over 1 year ago in ClosingVue / New Features 0 Future Consideration

Documents Module

Doubletime user - the documents module in e-closing/closing vue is very antiquated compared to the one in doubletime. With the new technology that is out it should be more advanced and not so limited to users. I should be able to create a Master D...
Pamela O'Steen 8 months ago in ClosingVue / New Features 1 Duplicate / Existing Functionality

Maryland Withholding for Non-Residents Auto-Calculate

A button or toggle to automatically calculate the Maryland non-resident withholding amount on the HUD/CD for both entities and individuals.
Trish Dillon about 1 year ago in ClosingVue / New Features 0 Feedback & Review